Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,961 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
1,600
shares
|
$460,912
0.36% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
1,600
shares
|
$460,912
0.6% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,600
shares
|
$460,912
0.11% of portfolio
|
Q2 2025
Reduced 67.72%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
1,593
shares
|
$458,895
0.13% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
1,593
shares
|
$458,895
0.16% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,592
shares
|
$458,607
0.06% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,586
shares
|
$456,879
0.17% of portfolio
|
Q1 2025
Reduced 82.93%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
1,584
shares
|
$456,302
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,584
shares
|
$456,302
0.1% of portfolio
|
Q1 2025
Reduced 42.04%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
1,582
shares
|
$455,726
0.36% of portfolio
|
Q1 2025
Added 35.56%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
1,578
shares
|
$454,574
1.86% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
1,578
shares
|
$454,574
0.01% of portfolio
|
Q1 2025
Reduced 34.9%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,576
shares
|
$453,998
0.19% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,566
shares
|
$451,117
0.45% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,565
shares
|
$450,829
0.34% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
1,564
shares
|
$450,541
0.34% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
1,562
shares
|
$449,965
0.23% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
1,562
shares
|
$449,965
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,556
shares
|
$448,236
0.32% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,555
shares
|
$447,948
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
1,555
shares
|
$447,948
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
1,550
shares
|
$446,508
0.17% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,549
shares
|
$446,220
0.27% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
1,549
shares
|
$446,220
0.64% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
1,546
shares
|
$445,356
0.07% of portfolio
|
Q2 2025
Added 14.86%
|